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hi people, i'm currently scoping out the solution using the simple method as above, but have encountered issues with enabling marketo to identify who is referring who.We have customer ID's from our CRM, and i wondered if there was a way we could use these unique codes as custom tokens within the cus...
Thanks Saurabh, I was aware of the custom fields solution but am not too experienced with them yet. (my team is however). this would solve part of the problem but we'd still have issues around capturing consents from friends & family, but this is another conversation!thanks, Mike
Hi all, we have a recommend a friend scheme which is currently very manual and involves printing out a voucher (who even owns a printer these days?) So, we want to capture details of referrer & referral on one form. to be presented to sales at point of sale.The only people that will have access to t...
hi Darshil, sorry for taking a while....So you would ignore the smartlists we have in the database for inactive/active users for my triggered campaign & simply create a list (would this be at program level)? what would the setup of the static list(s) look like please? thanks, Mike
hi Vinay, thanks for coming back...so our leads are considered active if they're members & have logged in to their account within five years.and either of:has completed reservation date in past 10 years & status is legally completeorhave reservation & is a new reservationorhas reservation & is statu...
hi all, so sorry, i have read similar on this but it doesn't specifically apply. So, i'm trying to create 1. a batch campaign for all inactive users (this will be a one off but have subsequent emails to notify them their account will expire). 2. then a triggered campaign for when users become inact...
hi all, whenever I attempt to use these types of filters, I always encounter the same issue. of course this isnt my url below but just to give you an idea, i input a valid url string here from our website and it chucks up an error when i go to schedule the campaign.please can someone help? am i doin...
hi Sandford, thanks for reply, so what i'm trying to factor in with that particular bit is that we'll have leads' coming in that won't have any marketing subscriptions, and we're wanting to switch them all to subscribed. Our internal db could update them prior to sending upto marketo via api but we'...
okay so i think i know the sl filter to use: person was pushed to marketo & source is x.but in the flow i can't figure out how to remove only the first matching choice applies as per: have i setup wrong?
hi all, long time no post (maybe I'm finally getting the hang of Marketo?!) hope all are well.in essence, we are plugged into an internal crm/db via api, and after much arm twisting are now aloud to add consents from other means (outside of this). i am wondering how we are best to handle these new l...